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Brindle & BAY Financial Advisors, LLC

Brindle & BAY Financial Advisors, LLC. CRD 291747

Brindle & BAY Financial Advisors, LLC logo

CRD: 291747

Brindle & BAY Financial Advisors, LLC

Frisco, TX, 75034
2149889178
www.brindleandbay.com
$184.8M Total AUM
$184.8M Disc. AUM
-- 3Y CAGR
4 Employees
184 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
--
Established Date
03-06-2018
Office Locations
2

Office Locations

5899 Preston RD Ste. 1103 Frisco TX
-- Greer SC

About Brindle & BAY Financial Advisors, LLC

Brindle & Bay Financial Advisors, LLC is a fiduciary planning and investment team focused on families retiring within ~10 years, building retirement income plans and proactive tax strategies to help make work optional. Portfolios center on diversified asset allocation using ETFs and mutual funds. The firm charges an asset-based advisory fee plus a one-time planning setup, and typically serves clients through one dedicated team; custody includes Schwab and Altruist.

Team overview

-- AVG AGE
$61.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age

Insights

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Client Personas

Signal focus

Investment Themes

Optima matrix

Investment Vehicles

Foundation

Services

Capital insight Timber oak Momentum Beacon Pioneer pioneer

Owner & Executives

N

Nicolas Dale Davis

Chief Compliance Officer, Financial Planner, Managing Member

CRD
#6627447
Ownership
75% or more
(236) 891-7201
ember.prime@northcapital.com
in linkedin.com/in/catalyst-prime

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Contacts

A

Andrew John Bencivenga

--

CRD
#7293159
(595) 689-4751
element.eagle@bridgecapital.com
in linkedin.com/in/north-insight
T

TORI CHRISTINE TEN HAGEN

Financial Planner

CRD
#7606463
(368) 823-2500
optima.timber@capitalcapital.com
in linkedin.com/in/beacon-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-04-2024
11-05-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $184,800,000 $294,737
Non-Discretionary $0 --
Total $184,800,000 $294,737

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Separately Managed Accounts

Total SMA Asset: $184,800,000

$184.8M Total SMA
Public Funds:
13.0%
Equity - Exchange:
48.2%
Cash:
38.8%
Asset class Assets Assets %
Public Funds $843,908,681 13.0%
Equity - Exchange $3,128,953,724 48.2%
Cash $2,518,742,831 38.8%
Total $6,491,605,236 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HARBOR PIONEER PATHWAY CAPITAL BRIDGE UQMP5EO1O HEES 10.35% $32,285,441
ZENITH CATALYST VITAL WAVE C9DNNBGAC XNB 6.66% $56,133,544
SIGNAL OAK PATHWAY UNISON 3Z2BV3SE9 NSWLN 6.66% $44,573,708
HARBOR ATLAS CREST PEAK UQ5MF42YG CSY 5.46% $117,745,393
EAGLE BEACON VERTEX EMBER FUSION UBJ557X8C PFNB 8.26% $89,914,768
ELEMENT GLACIER FRONTIER SIGNAL BP8UH1MRI TAW 11.11% $8,016,526
RIDGE PIONEER OAK MERIDIAN 9X3V2D83M AGFG 11.08% $109,799,570
CREST CATALYST VITAL GLACIER NORTH U0S877YZI CVEV 8.54% $57,137,510

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